James J. Burns & Company’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

James J. Burns & Company’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$656K	Buy	7,942 +4	+0.1%	+$317	0.07%	95
2026 Q1	$539K	Buy	7,938 +6	+0.1%	+$434	0.07%	91
2025 Q4	$588K	Buy	7,932 +6	+0.1%	+$442	0.08%	88
2025 Q3	$575K	Buy	7,926 +6	+0.1%	+$415	0.09%	85
2025 Q2	$523K	Sell	7,920 -786	-9%	-$46.8K	0.09%	85
2025 Q1	$485K	Buy	8,706 +6	+0.1%	+$364	0.09%	86
2024 Q4	$531K	Buy	8,700 +18	+0.2%	+$1.08K	0.09%	84
2024 Q3	$500K	Sell	8,682 -900	-9%	-$49.9K	0.09%	82
2024 Q2	$532K	Hold	9,582	–	–	0.1%	72
2024 Q1	$484K	Buy	9,582 +12	+0.1%	+$580	0.17%	54
2023 Q4	$432K	Sell	9,570 -930	-9%	-$39.8K	0.1%	77
2023 Q3	$432K	Buy	10,500 +24	+0.2%	+$1.02K	0.12%	68
2023 Q2	$444K	Sell	10,476 -4,572	-30%	-$182K	0.11%	72
2023 Q1	$578K	Sell	15,048 -1,758	-10%	-$64.6K	0.15%	72
2022 Q4	$591K	Buy	16,806 +84	+0.5%	+$3.03K	0.24%	56
2022 Q3	$581K	Buy	+16,722	New	+$653K	0.26%	55

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

James J. Burns & Company's VOOG Position: Q2 2026 in Review

James J. Burns & Company increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.05% in Q2 2026, buying an estimated $317 and bringing the position to 7,942 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #95.

James J. Burns & Company first reported a position in VOOG in Q3 2022 and has held it in 16 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

James J. Burns & Company held 7,942 shares of Vanguard S&P 500 Growth ETF worth $656K as of Q2 2026.
James J. Burns & Company bought 4 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $317.
Vanguard S&P 500 Growth ETF made up 0.07% of James J. Burns & Company's portfolio in Q2 2026, its #95 holding.
James J. Burns & Company first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.